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Socially

Responsible

Investing

Our SRI portfolio reflects a 42% improvement to social responsibility scores for our U.S. large-cap holdings when compared to our core portfolio.

Align your values and investments.

The way you live, the career you choose, and the people you care about align with your personal values; shouldn't your investments do the same?

Learn More

Our Approach

Betterment's SRI portfolio aims to maintain the diversified, low-fee approach of Betterment's portfolio while increasing exposure to companies that meet SRI criteria.

Read our white paper

Explore your first goal

Safety Net

This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.

Retirement

Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.

General Investing

If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.

Smart Saver

You could earn 20X more than a typical savings account with our low-risk investing account for your extra cash.

How would you like to get started?

Your first step toward a smarter investing future starts here.

Create a Betterment account

Go ahead and join the smart, modern way to invest.

See what we can do for you

Tell us a bit about yourself, and we'll show you the benefits of investing with us.

Get a free investing checkup

Help us get a sense of your investing approach and see how you could improve.

Transfer a 401(k) or an IRA

Move an existing retirement account into a Betterment IRA.

Download the mobile app

Enjoy the Betterment experience anywhere on the go.

Are you on track for retirement?

Try our retirement calculator to see if you're retirement-ready.

Could your 401(k) be worth more?

Learn how rolling over an average 401(k) to a Betterment IRA could mean 60% lower fees.

Want more retirement guidance?

Read the latest on investing for retirement on our Resource Center.

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